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In the Eagle Portal, you can define how dashboard reports are displayed in the views you created or in the shared views available to you. You can also set default dashboard view options, for example, you can set a default view to be displayed every time you run a specific dashboard report. NOTE:

Note

You must have permissions to manage dashboard views and defaults. Check with the Eagle Portal Administrator to make sure you have the appropriate permissions.

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Access All Dashboard Views

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  1. From the Eagle Portal main window, click Dashboards.
    You see the Dashboards window displayed in the default view. The default view name is next to the Dashboard View drop down menu.
  2. Click the Manage drop down menu and select Views.
    You see the Views window with My Dashboard Views and Shared Dashboard Views areas.
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  3. Under My Dashboard Views, click the check box next to the view you wish to edit, copy, or delete. You can also create a new dashboard view from this window. See the Manage the Current Dashboard View section.
  4. Click  to publish this view so it becomes available as a shared view to other Eagle Portal users. See the Publish Dashboards Parts and Views section. 
  5. Click Refresh to refresh the information in the window.
  6. Under Shared Dashboard Views, click the check box next to the view you wish to edit, copy, or delete.
    NOTE: You can edit only the shared dashboard views that you have published.
  7. To add, edit, copy, or delete dashboard parts for the view you selected, click Manage Dashboard Parts in the upper right corner. Or, click the Manage drop down menu and select Parts. See the Manage Dashboards Parts section. 

Select the Default Dashboard View

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